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Sue Stevens is a highly regarded wealth manager and writer whose has been featured in The Wall Street Journal, The New York Times, Forbes, Morningstar, Barrons and The Washington Post. She recently set out to create a series of books and a website that captures her heart centered approach to finanical management - Dreams of Wealth. I worked with Sue to deisgn the books, which were released along woith the website in 2021. The books have been extremely well received in the financial advisor community and the new books have won numerous independent publishing awards.

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Dreams of Wealth Web Site
Book - Put Your Money Where Your Heart Is
Book - Financial Planning Diagnostics
Book - The Financial Bridge
Book spread
Book spread
Dreams of Wealth Home Page
Dreams of Wealth Book Series Page

The best business relationship I’ve ever had.

“When we came to Jim, we didn’t have a secure foundation for our online business and things were unorganized. Since we’ve launched our new site, Jim has managed all aspects of our Ecommerce and marketing, and the business has done nothing but grow. The quality of everything is top-notch and people in our industry now want to follow our lead.”

David SmithManaging partner, CMED, LLC

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